Essential Utils shares owned by Costello Asset Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 98k | 39.90 |
| 2025-06-30 | $3.8M | 102k | 37.14 |
| 2025-03-31 | $4.1M | 104k | 39.53 |
| 2024-12-31 | $3.4M | 94k | 36.32 |
| 2024-09-30 | $3.9M | 101k | 38.57 |
| 2024-06-30 | $3.8M | 102k | 37.33 |
| 2024-03-31 | $3.9M | 106k | 37.05 |
| 2023-12-31 | $4.1M | 111k | 37.35 |
| 2023-09-30 | $3.9M | 114k | 34.33 |
| 2023-06-30 | $4.5M | 114k | 39.91 |
| 2023-03-31 | $3.4M | 78k | 43.65 |
| 2022-12-31 | $3.8M | 80k | 47.73 |
| 2022-09-30 | $3.3M | 80k | 41.38 |
| 2022-06-30 | $3.7M | 81k | 45.85 |
| 2022-03-31 | $2.5M | 49k | 51.13 |
| 2021-12-31 | $951k | 18k | 53.68 |
| 2021-09-30 | $807k | 18k | 46.07 |
| 2021-06-30 | $791k | 17k | 45.68 |
| 2021-03-31 | $844k | 19k | 44.76 |
| 2020-12-31 | $866k | 18k | 47.26 |
| 2020-09-30 | $697k | 17k | 40.26 |
| 2020-06-30 | $562k | 13k | 42.24 |